@agifyai/leadify-mcp 9.1.1 → 9.3.0

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Files changed (11) hide show
  1. package/README.md +48 -0
  2. package/dist/client.js +11 -1
  3. package/dist/server.js +4 -0
  4. package/dist/tools/context_entities.d.ts +66 -66
  5. package/dist/tools/organizations.d.ts +2 -1
  6. package/dist/tools/organizations.js +15 -3
  7. package/dist/tools/outreach_exclusion.d.ts +3 -0
  8. package/dist/tools/outreach_exclusion.js +89 -0
  9. package/dist/tools/qualification_runs.d.ts +3 -0
  10. package/dist/tools/qualification_runs.js +33 -0
  11. package/package.json +1 -1
package/README.md CHANGED
@@ -234,6 +234,9 @@ Leadify et ne doit jamais être envoyée par un agent MCP.
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  | `add_leads` | Import plat générique vers un groupe : ne crée aucune relation d’emploi, aucun rattachement parent ni identité canonique. Ne jamais l’utiliser pour rattacher une Personne à une Company (voir `upsert_person_leads_with_employment`). |
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  | `upsert_person_leads_with_employment` | Créer ou réconcilier atomiquement des Person Leads, PERSON, EMPLOYED_BY, projections et historique, sans effet commercial. |
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  | `create_person_employment_evidence` / `get_person_employment_evidence` | Créer puis relire une preuve d’emploi individuelle tenant-scopée ; transmettre l’`evidence.id` retourné tel quel à l’upsert Person. |
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+ | `exclude_account` | Exclure une entreprise (établissement) et toutes ses personnes liées : cause protégée `ACCOUNT_EXCLUDED`, motif et URL source obligatoires, `level: "establishment"`. |
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+ | `exclude_lead` / `reintegrate_lead` | Exclure ou réintégrer une personne avec les mêmes commandes que l'interface ; raison obligatoire, aucun motif protégé levé. |
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+ | `get_outreach_state` | Lire causes actives, version et date de 1 à 100 fiches. |
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  | `get_leads` | Rechercher et lister des leads avec filtres, recherche et pagination, dont le critère composé `event_filter`. |
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  | `get_lead` | Récupérer les détails complets d'un lead par son ID. |
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  | `update_lead` | Mettre à jour un ou plusieurs champs d'un lead existant. |
@@ -374,3 +377,48 @@ Aucune mutation de sourcing ne qualifie le lead, n’enrichit les contacts
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  (email/téléphone), ne génère de message, n’inscrit en campagne et n’active
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  aucun canal externe : le readback porte `noSend: true` et
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  `externalActivation: 0`.
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+
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+ ### Exclusions de prospection (PRD-2404)
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+
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+ Une exclusion ne s'écrit jamais en texte (Context Workspace, notes, persona) ni dans les
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+ champs `excluded`, `hide_from_campaign` ou `outreach_status` : le serveur refuse
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+ ces champs (409 `PROTECTED_OUTREACH_FIELD`). Utiliser `exclude_account` pour un
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+ client existant ou un compte à ne pas contacter : motif et `source_url` publique
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+ obligatoires, les personnes liées sont exclues tant que le lien existe et leurs
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+ campagnes s'arrêtent. Leadify ne distingue pas les services : la réponse dit
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+ toujours `level: "establishment"`. `exclude_lead` et `reintegrate_lead` agissent
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+ sur une personne ; la réintégration ne lève jamais une opposition, une protection
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+ de délivrabilité ni l'exclusion d'une entreprise. Chaque écriture accepte
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+ `idempotency_key` et `expected_version`, et rend l'état relu ;
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+ `get_outreach_state` relit 1 à 100 fiches. Routes serveur : `/api/outreach/*`
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+ (PRD-2337), auteur tracé dans Leadify : propriétaire de la clé, source Agent.
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+
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+ ### Création d’organisation et qualification (PRD-2398)
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+
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+ Dans Leadify, **Réglages → Clés API → Modifier** permet de changer les actions
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+ et les organisations accessibles sans remplacer la clé. Le choix explicite
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+ « Toutes les organisations actuelles et futures » inclut les futures créations.
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+ Le droit `create_organization`, accordé par un administrateur global, complète
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+ le droit d’écriture. `create_organization` normalise le domaine et renvoie la
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+ même organisation lors d’une répétition ; le compte appelant en devient
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+ administrateur. `list_organizations({ domain })` fait une recherche sans création.
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+
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+ `start_qualification_run` exige une organisation, un groupe, une liste explicite
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+ de 1 à 20 entreprises et un `request_id` UUID. Commencer avec `dry_run: true`
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+ (valeur par défaut), puis transmettre le `expectedSchemaHash` retourné dans
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+ `expected_schema_hash` avec `dry_run: false`. La clé doit avoir les droits
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+ `write` et `start_qualification`, et son propriétaire doit administrer
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+ l’organisation. Chaque entreprise doit avoir un employé vérifié et relié.
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+ Avant l’accord du pilote dans les réglages du groupe, deux entreprises distinctes
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+ au plus sont admises, même avec plusieurs appels. Une répétition conserve le
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+ même `request_id` et la même sélection. Aucun groupe entier n’est déduit.
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+
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+ `get_qualification_run` reçoit le `run_id` retourné et l’organisation explicite.
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+ Il conserve les statuts et refus, et relit les documents enregistrés aux révisions
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+ exactes du run : température, faits datés, preuves et personnes qualifiées.
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+ Une réception de lancement ne prouve pas la fin du traitement. Ces outils ne
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+ préparent ni n’envoient de message commercial.
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+
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+ Pour les essais locaux, `LEADIFY_LOCAL_API_URL=http://localhost:<port>` dirige
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+ le MCP vers une origine HTTP locale. Les adresses distantes sont refusées par ce
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+ réglage ; sans ce réglage, l’adresse habituelle de Leadify est utilisée.
package/dist/client.js CHANGED
@@ -3,7 +3,17 @@ export class LeadifyClient {
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  baseUrl;
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  apiKey;
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  constructor() {
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- this.baseUrl = "https://api-leadify.agify.fr";
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+ const localUrl = process.env.LEADIFY_LOCAL_API_URL;
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+ if (localUrl) {
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+ const parsed = new URL(localUrl);
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+ if (parsed.protocol !== "http:" || !["localhost", "127.0.0.1", "[::1]"].includes(parsed.hostname)
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+ || parsed.username || parsed.password || parsed.pathname !== "/" || parsed.search || parsed.hash) {
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+ throw new Error("LEADIFY_LOCAL_API_URL must be a loopback HTTP origin.");
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+ }
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+ this.baseUrl = parsed.origin;
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+ }
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+ else
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+ this.baseUrl = "https://api-leadify.agify.fr";
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  const key = process.env.LEADIFY_API_KEY;
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  if (!key) {
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  throw new Error("LEADIFY_API_KEY environment variable is required. " +
package/dist/server.js CHANGED
@@ -1,3 +1,5 @@
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+ import { registerQualificationRunTools } from "./tools/qualification_runs.js";
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+ import { registerOutreachExclusionTools } from "./tools/outreach_exclusion.js";
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  import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
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  import { registerAuthTools } from "./tools/auth.js";
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  import { registerLeadTools } from "./tools/leads.js";
@@ -51,5 +53,7 @@ export function createServer() {
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  registerDataSourceTools(server);
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  registerPersonaTools(server);
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  registerPipelineTools(server);
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+ registerQualificationRunTools(server);
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+ registerOutreachExclusionTools(server);
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  return server;
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  }
package/dist/tools/context_entities.d.ts CHANGED
@@ -30,13 +30,13 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  value: z.ZodString;
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  explanation: z.ZodOptional<z.ZodString>;
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  }, "strict", z.ZodTypeAny, {
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- id: string;
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  value: string;
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+ id: string;
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  label: string;
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  explanation?: string | undefined;
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  }, {
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- id: string;
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  value: string;
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+ id: string;
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  label: string;
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  explanation?: string | undefined;
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  }>, "many">>;
@@ -47,13 +47,13 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  description: z.ZodOptional<z.ZodString>;
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  customerCaseIds: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
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  }, "strict", z.ZodTypeAny, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  customerCaseIds?: string[] | undefined;
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  }, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  customerCaseIds?: string[] | undefined;
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  }>, "many">>;
@@ -64,14 +64,14 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  useCaseIds: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
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  customerCaseIds: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
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  }, "strict", z.ZodTypeAny, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  customerCaseIds?: string[] | undefined;
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  useCaseIds?: string[] | undefined;
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  }, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  customerCaseIds?: string[] | undefined;
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  useCaseIds?: string[] | undefined;
@@ -82,13 +82,13 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  example: z.ZodOptional<z.ZodString>;
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  meaning: z.ZodOptional<z.ZodString>;
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  }, "strict", z.ZodTypeAny, {
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- id: string;
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  title: string;
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+ id: string;
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  example?: string | undefined;
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  meaning?: string | undefined;
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  }, {
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- id: string;
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  title: string;
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+ id: string;
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  example?: string | undefined;
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  meaning?: string | undefined;
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  }>, "many">>;
@@ -97,12 +97,12 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  title: z.ZodString;
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  description: z.ZodOptional<z.ZodString>;
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  }, "strict", z.ZodTypeAny, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  }, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  }>, "many">>;
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  competitors: z.ZodOptional<z.ZodArray<z.ZodObject<{
@@ -110,12 +110,12 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  title: z.ZodString;
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  description: z.ZodOptional<z.ZodString>;
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  }, "strict", z.ZodTypeAny, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  }, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  }>, "many">>;
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  objections: z.ZodOptional<z.ZodArray<z.ZodObject<{
@@ -138,12 +138,12 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  title: z.ZodString;
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  description: z.ZodOptional<z.ZodString>;
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  }, "strict", z.ZodTypeAny, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  }, {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  }>, "many">>;
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  regulatoryInformation: z.ZodOptional<z.ZodString>;
@@ -162,8 +162,8 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  }>, "many">>;
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  }, "strict", z.ZodTypeAny, {
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  painPoints?: {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  customerCaseIds?: string[] | undefined;
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  useCaseIds?: string[] | undefined;
@@ -171,8 +171,8 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  allowedVocabulary?: string[] | undefined;
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  prohibitedVocabulary?: string[] | undefined;
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  legalConstraints?: {
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- id: string;
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  }[] | undefined;
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  customerCaseIds?: string[] | undefined;
@@ -187,31 +187,31 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  characteristics?: string[] | undefined;
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  } | undefined;
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  marketMetrics?: {
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- id: string;
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  value: string;
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+ id: string;
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  label: string;
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  explanation?: string | undefined;
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  }[] | undefined;
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  useCases?: {
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+ id: string;
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  description?: string | undefined;
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  customerCaseIds?: string[] | undefined;
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  }[] | undefined;
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  qualificationSignals?: {
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- id: string;
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  title: string;
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+ id: string;
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  example?: string | undefined;
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  meaning?: string | undefined;
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  }[] | undefined;
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  competitiveAdvantages?: {
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+ id: string;
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  description?: string | undefined;
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  }[] | undefined;
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+ id: string;
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  }[] | undefined;
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  objections?: {
@@ -227,8 +227,8 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  }[] | undefined;
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  }, {
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  painPoints?: {
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+ id: string;
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  customerCaseIds?: string[] | undefined;
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  useCaseIds?: string[] | undefined;
@@ -236,8 +236,8 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  allowedVocabulary?: string[] | undefined;
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  prohibitedVocabulary?: string[] | undefined;
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  legalConstraints?: {
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  }[] | undefined;
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  customerCaseIds?: string[] | undefined;
@@ -252,31 +252,31 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  characteristics?: string[] | undefined;
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  } | undefined;
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  marketMetrics?: {
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- id: string;
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  value: string;
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+ id: string;
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  label: string;
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  explanation?: string | undefined;
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  }[] | undefined;
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  useCases?: {
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+ id: string;
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  description?: string | undefined;
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  customerCaseIds?: string[] | undefined;
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  }[] | undefined;
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  qualificationSignals?: {
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  title: string;
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+ id: string;
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  example?: string | undefined;
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  meaning?: string | undefined;
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  }[] | undefined;
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  competitiveAdvantages?: {
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+ id: string;
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  }[] | undefined;
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  objections?: {
@@ -292,8 +292,8 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  }[] | undefined;
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  }>, {
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  painPoints?: {
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+ id: string;
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  customerCaseIds?: string[] | undefined;
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  useCaseIds?: string[] | undefined;
@@ -301,8 +301,8 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  allowedVocabulary?: string[] | undefined;
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  prohibitedVocabulary?: string[] | undefined;
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  legalConstraints?: {
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+ id: string;
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  customerCaseIds?: string[] | undefined;
@@ -317,31 +317,31 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  characteristics?: string[] | undefined;
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  } | undefined;
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  marketMetrics?: {
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+ id: string;
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  }[] | undefined;
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  qualificationSignals?: {
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+ id: string;
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  example?: string | undefined;
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  meaning?: string | undefined;
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  }[] | undefined;
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  competitiveAdvantages?: {
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+ id: string;
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  competitors?: {
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  }[] | undefined;
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  objections?: {
@@ -357,8 +357,8 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  }[] | undefined;
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  }, {
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+ id: string;
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  useCaseIds?: string[] | undefined;
@@ -366,8 +366,8 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  allowedVocabulary?: string[] | undefined;
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  prohibitedVocabulary?: string[] | undefined;
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  legalConstraints?: {
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+ id: string;
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  description?: string | undefined;
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  }[] | undefined;
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  customerCaseIds?: string[] | undefined;
@@ -382,31 +382,31 @@ export declare const verticalContextContentSchema: z.ZodEffects<z.ZodObject<{
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  characteristics?: string[] | undefined;
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  } | undefined;
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  marketMetrics?: {
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  value: string;
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+ id: string;
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  label: string;
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  explanation?: string | undefined;
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  }[] | undefined;
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  useCases?: {
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+ id: string;
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  description?: string | undefined;
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  customerCaseIds?: string[] | undefined;
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  }[] | undefined;
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  qualificationSignals?: {
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+ id: string;
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  example?: string | undefined;
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  meaning?: string | undefined;
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  }[] | undefined;
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  competitiveAdvantages?: {
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  title: string;
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+ id: string;
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  description?: string | undefined;
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  }[] | undefined;
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  competitors?: {
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+ id: string;
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  description?: string | undefined;
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  }[] | undefined;
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  objections?: {
@@ -429,12 +429,12 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
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  title: z.ZodString;
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  description: z.ZodOptional<z.ZodString>;
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  }, "strict", z.ZodTypeAny, {
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+ id: string;
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  description?: string | undefined;
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  }, {
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  title: string;
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  description?: string | undefined;
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  }>, "many">>;
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  activationConditions: z.ZodOptional<z.ZodArray<z.ZodObject<{
@@ -442,12 +442,12 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
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  title: z.ZodString;
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  description: z.ZodOptional<z.ZodString>;
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  }, "strict", z.ZodTypeAny, {
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+ id: string;
447
447
  description?: string | undefined;
448
448
  }, {
449
- id: string;
450
449
  title: string;
450
+ id: string;
451
451
  description?: string | undefined;
452
452
  }>, "many">>;
453
453
  claims: z.ZodOptional<z.ZodArray<z.ZodObject<{
@@ -469,13 +469,13 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
469
469
  value: z.ZodString;
470
470
  details: z.ZodOptional<z.ZodString>;
471
471
  }, "strict", z.ZodTypeAny, {
472
- id: string;
473
472
  value: string;
473
+ id: string;
474
474
  label: string;
475
475
  details?: string | undefined;
476
476
  }, {
477
- id: string;
478
477
  value: string;
478
+ id: string;
479
479
  label: string;
480
480
  details?: string | undefined;
481
481
  }>, "many">>;
@@ -506,25 +506,25 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
506
506
  title: z.ZodString;
507
507
  description: z.ZodOptional<z.ZodString>;
508
508
  }, "strict", z.ZodTypeAny, {
509
- id: string;
510
509
  title: string;
510
+ id: string;
511
511
  description?: string | undefined;
512
512
  }, {
513
- id: string;
514
513
  title: string;
514
+ id: string;
515
515
  description?: string | undefined;
516
516
  }>, "many">>;
517
517
  }, "strict", z.ZodTypeAny, {
518
518
  description?: string | undefined;
519
519
  promise?: string | undefined;
520
520
  capabilities?: {
521
- id: string;
522
521
  title: string;
522
+ id: string;
523
523
  description?: string | undefined;
524
524
  }[] | undefined;
525
525
  activationConditions?: {
526
- id: string;
527
526
  title: string;
527
+ id: string;
528
528
  description?: string | undefined;
529
529
  }[] | undefined;
530
530
  claims?: {
@@ -533,8 +533,8 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
533
533
  details?: string | undefined;
534
534
  }[] | undefined;
535
535
  demonstratedResults?: {
536
- id: string;
537
536
  value: string;
537
+ id: string;
538
538
  label: string;
539
539
  details?: string | undefined;
540
540
  }[] | undefined;
@@ -547,21 +547,21 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
547
547
  testimonial?: string | undefined;
548
548
  }[] | undefined;
549
549
  constraints?: {
550
- id: string;
551
550
  title: string;
551
+ id: string;
552
552
  description?: string | undefined;
553
553
  }[] | undefined;
554
554
  }, {
555
555
  description?: string | undefined;
556
556
  promise?: string | undefined;
557
557
  capabilities?: {
558
- id: string;
559
558
  title: string;
559
+ id: string;
560
560
  description?: string | undefined;
561
561
  }[] | undefined;
562
562
  activationConditions?: {
563
- id: string;
564
563
  title: string;
564
+ id: string;
565
565
  description?: string | undefined;
566
566
  }[] | undefined;
567
567
  claims?: {
@@ -570,8 +570,8 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
570
570
  details?: string | undefined;
571
571
  }[] | undefined;
572
572
  demonstratedResults?: {
573
- id: string;
574
573
  value: string;
574
+ id: string;
575
575
  label: string;
576
576
  details?: string | undefined;
577
577
  }[] | undefined;
@@ -584,21 +584,21 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
584
584
  testimonial?: string | undefined;
585
585
  }[] | undefined;
586
586
  constraints?: {
587
- id: string;
588
587
  title: string;
588
+ id: string;
589
589
  description?: string | undefined;
590
590
  }[] | undefined;
591
591
  }>, {
592
592
  description?: string | undefined;
593
593
  promise?: string | undefined;
594
594
  capabilities?: {
595
- id: string;
596
595
  title: string;
596
+ id: string;
597
597
  description?: string | undefined;
598
598
  }[] | undefined;
599
599
  activationConditions?: {
600
- id: string;
601
600
  title: string;
601
+ id: string;
602
602
  description?: string | undefined;
603
603
  }[] | undefined;
604
604
  claims?: {
@@ -607,8 +607,8 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
607
607
  details?: string | undefined;
608
608
  }[] | undefined;
609
609
  demonstratedResults?: {
610
- id: string;
611
610
  value: string;
611
+ id: string;
612
612
  label: string;
613
613
  details?: string | undefined;
614
614
  }[] | undefined;
@@ -621,21 +621,21 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
621
621
  testimonial?: string | undefined;
622
622
  }[] | undefined;
623
623
  constraints?: {
624
- id: string;
625
624
  title: string;
625
+ id: string;
626
626
  description?: string | undefined;
627
627
  }[] | undefined;
628
628
  }, {
629
629
  description?: string | undefined;
630
630
  promise?: string | undefined;
631
631
  capabilities?: {
632
- id: string;
633
632
  title: string;
633
+ id: string;
634
634
  description?: string | undefined;
635
635
  }[] | undefined;
636
636
  activationConditions?: {
637
- id: string;
638
637
  title: string;
638
+ id: string;
639
639
  description?: string | undefined;
640
640
  }[] | undefined;
641
641
  claims?: {
@@ -644,8 +644,8 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
644
644
  details?: string | undefined;
645
645
  }[] | undefined;
646
646
  demonstratedResults?: {
647
- id: string;
648
647
  value: string;
648
+ id: string;
649
649
  label: string;
650
650
  details?: string | undefined;
651
651
  }[] | undefined;
@@ -658,8 +658,8 @@ export declare const offerContextContentSchema: z.ZodEffects<z.ZodObject<{
658
658
  testimonial?: string | undefined;
659
659
  }[] | undefined;
660
660
  constraints?: {
661
- id: string;
662
661
  title: string;
662
+ id: string;
663
663
  description?: string | undefined;
664
664
  }[] | undefined;
665
665
  }>;
package/dist/tools/organizations.d.ts CHANGED
@@ -1,5 +1,6 @@
1
1
  import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
2
+ import { type LeadifyClient } from "../client.js";
2
3
  export declare function assertLeadGroupsBelongToOrganization(data: unknown, organizationId: string): Array<Record<string, unknown>>;
3
4
  /** Keep group reads navigable: never return schema, profiles, or lead data. */
4
5
  export declare function compactLeadGroup(group: unknown): Record<string, unknown>;
5
- export declare function registerOrganizationTools(server: McpServer): void;
6
+ export declare function registerOrganizationTools(server: McpServer, client?: Pick<LeadifyClient, "get" | "post">): void;
package/dist/tools/organizations.js CHANGED
@@ -44,14 +44,26 @@ export function compactLeadGroup(group) {
44
44
  createdAt: source.createdAt ?? null,
45
45
  };
46
46
  }
47
- export function registerOrganizationTools(server) {
47
+ export function registerOrganizationTools(server, client = getClient()) {
48
+ server.tool("create_organization", "Create an organization through Leadify using an explicitly authorized API key. The caller becomes its " +
49
+ "administrator. Repeating the same normalized domain returns the existing organization with created=false. " +
50
+ "The server grants this key access to the new organization without removing its existing bindings. " +
51
+ "This does not create a Context Workspace or start qualification. Manage key permissions in Leadify settings.", { name: z.string().trim().min(1).max(200), domain: z.string().trim().min(1),
52
+ external_ref: z.string().trim().min(1).max(200).optional() }, async ({ name, domain, external_ref }) => {
53
+ try {
54
+ return toolResult(await client.post("/api/organizations", { name, domain, externalRef: external_ref }));
55
+ }
56
+ catch (error) {
57
+ return handleToolError(error);
58
+ }
59
+ });
48
60
  // ── list_organizations ─────────────────────────────────────────────────
49
61
  server.tool("list_organizations", "List every organization accessible to the caller, returning each with id, name, and " +
50
62
  "optional slug. Use this as the starting point when you need an organization_id — " +
51
63
  "e.g. before create_lead_group, clone_lead_group, create_persona_contract (org-scoped), " +
52
- "or move_persona.", {}, async () => {
64
+ "or move_persona.", { domain: z.string().trim().min(1).optional().describe("Optional exact domain lookup; never creates an organization.") }, async ({ domain }) => {
53
65
  try {
54
- const data = await getClient().get("/api/organizations");
66
+ const data = await client.get("/api/organizations", domain ? new URLSearchParams({ domain }) : undefined);
55
67
  return toolResult(data);
56
68
  }
57
69
  catch (error) {
package/dist/tools/outreach_exclusion.d.ts ADDED
@@ -0,0 +1,3 @@
1
+ import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
2
+ import { type LeadifyClient } from "../client.js";
3
+ export declare function registerOutreachExclusionTools(server: McpServer, client?: Pick<LeadifyClient, "post">): void;
package/dist/tools/outreach_exclusion.js ADDED
@@ -0,0 +1,89 @@
1
+ import { z } from "zod";
2
+ import { getClient } from "../client.js";
3
+ import { toolResult, handleToolError } from "../types.js";
4
+ // PRD-2404 — vraies exclusions de prospection, branchées sur /api/outreach
5
+ // (PRD-2337) : mêmes commandes que les boutons de l'interface Leadify.
6
+ const NEVER_IN_TEXT = "Never write an exclusion as text (Context Workspace, company brain, notes, persona) and never write excluded, " +
7
+ "hide_from_campaign or outreach_status on a lead: text excludes nothing and Leadify refuses those fields (409 PROTECTED_OUTREACH_FIELD).";
8
+ const id = z.string().trim().min(1).max(200);
9
+ const writeShape = {
10
+ organization_id: id.describe("Organization that owns the lead. Must be in the API key's scope."),
11
+ idempotency_key: z.string().trim().min(8).max(200).optional().describe("Stable key for this decision. Retrying with the same key replays the first result; reusing it for another lead or reason returns 409 OUTREACH_IDEMPOTENCY_KEY_REUSED."),
12
+ expected_version: z.number().int().min(0).optional().describe("state.version read with get_outreach_state. If the state changed meanwhile, the server refuses with 409 OUTREACH_VERSION_CONFLICT: re-read, then decide again."),
13
+ };
14
+ const reason = z.string().trim().min(3).max(2000);
15
+ export function registerOutreachExclusionTools(server, client = getClient()) {
16
+ server.tool("exclude_account", "Exclude a company (a hospital, clinic or other establishment) from all prospecting: sets the protected cause " +
17
+ "ACCOUNT_EXCLUDED on the company lead, and every person linked to it is excluded too (now and when linked later) and " +
18
+ "their running campaigns stop. Use it for existing customers, competitors or accounts the client must not contact. " +
19
+ "reason and source_url (the public page proving it) are required. Leadify has no department level: the response " +
20
+ "always says level=\"establishment\", with levelNote when service was given. Idempotent. An agent cannot lift this " +
21
+ "exclusion; only a human in Leadify can. " + NEVER_IN_TEXT, {
22
+ ...writeShape,
23
+ company_lead_id: id.describe("Lead id of the company (COMPANY group)."),
24
+ reason: reason.describe("Why the account is excluded, e.g. 'Déjà client RDS Diag'."),
25
+ source_url: z.string().trim().url().max(2000).refine(value => /^https?:\/\//i.test(value), "http(s) URL required")
26
+ .describe("Public http(s) page proving the reason."),
27
+ service: z.string().trim().min(1).max(200).optional().describe("Department targeted, if any. Recorded in the note; the exclusion still covers the whole establishment."),
28
+ }, async ({ organization_id, company_lead_id, reason, source_url, service, idempotency_key, expected_version }) => {
29
+ try {
30
+ return toolResult(await client.post("/api/outreach/accounts/exclude", {
31
+ organizationId: organization_id, companyLeadId: company_lead_id, reason, sourceUrl: source_url, service,
32
+ idempotencyKey: idempotency_key, expectedVersion: expected_version, origin: "AGENT",
33
+ }));
34
+ }
35
+ catch (error) {
36
+ return handleToolError(error);
37
+ }
38
+ });
39
+ server.tool("exclude_lead", "Exclude one person from prospecting: no message is drafted, enrolled or sent, and their running campaigns stop. " +
40
+ "Same command as the Exclude button in Leadify; the history shows the API key owner as author. caused_by is MANUAL " +
41
+ "(default) or TARGET_NOT_FIT (out of target). For a company use exclude_account instead (this tool refuses company leads " +
42
+ "with 409 OUTREACH_COMPANY_USE_ACCOUNT_ROUTE). Returns the re-read state. " + NEVER_IN_TEXT, {
43
+ ...writeShape,
44
+ lead_id: id.describe("Lead id of the person."),
45
+ caused_by: z.enum(["MANUAL", "TARGET_NOT_FIT"]).default("MANUAL"),
46
+ reason: reason.describe("Why the person is excluded; shown in the Leadify history."),
47
+ }, async ({ organization_id, lead_id, caused_by, reason, idempotency_key, expected_version }) => {
48
+ try {
49
+ return toolResult(await client.post("/api/outreach/leads/exclude", {
50
+ organizationId: organization_id, leadId: lead_id, causedBy: caused_by, reason,
51
+ idempotencyKey: idempotency_key, expectedVersion: expected_version, origin: "AGENT",
52
+ }));
53
+ }
54
+ catch (error) {
55
+ return handleToolError(error);
56
+ }
57
+ });
58
+ server.tool("reintegrate_lead", "Allow again a person excluded by hand (MANUAL, out of target, or a migrated historical flag). A justification is " +
59
+ "required. It never lifts an opt-out, a deliverability protection or a company exclusion: if one remains, state.status " +
60
+ "stays \"excluded\" and state.causes says why. No campaign is restarted. Returns the re-read state.", {
61
+ ...writeShape,
62
+ lead_id: id.describe("Lead id of the person."),
63
+ reason: reason.describe("Why the person may be contacted again; shown in the Leadify history."),
64
+ }, async ({ organization_id, lead_id, reason, idempotency_key, expected_version }) => {
65
+ try {
66
+ return toolResult(await client.post("/api/outreach/leads/reintegrate", {
67
+ organizationId: organization_id, leadId: lead_id, reason,
68
+ idempotencyKey: idempotency_key, expectedVersion: expected_version, origin: "AGENT",
69
+ }));
70
+ }
71
+ catch (error) {
72
+ return handleToolError(error);
73
+ }
74
+ });
75
+ server.tool("get_outreach_state", "Read the prospecting state of 1 to 100 leads (people or companies): status allowed or excluded, active causes with " +
76
+ "their origin and note, version (pass it as expected_version to a write), lastTransitionAt and accountSources " +
77
+ "(companies whose exclusion the person inherits). Leads absent from the organization are listed in missingLeadIds. " +
78
+ "Read this before deciding, instead of looking for exclusions in text.", {
79
+ organization_id: id,
80
+ lead_ids: z.array(id).min(1).max(100),
81
+ }, { readOnlyHint: true }, async ({ organization_id, lead_ids }) => {
82
+ try {
83
+ return toolResult(await client.post("/api/outreach/state", { organizationId: organization_id, leadIds: lead_ids }));
84
+ }
85
+ catch (error) {
86
+ return handleToolError(error);
87
+ }
88
+ });
89
+ }
package/dist/tools/qualification_runs.d.ts ADDED
@@ -0,0 +1,3 @@
1
+ import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
2
+ import { type LeadifyClient } from "../client.js";
3
+ export declare function registerQualificationRunTools(server: McpServer, client?: Pick<LeadifyClient, "get" | "post">): void;
package/dist/tools/qualification_runs.js ADDED
@@ -0,0 +1,33 @@
1
+ import { z } from "zod";
2
+ import { getClient } from "../client.js";
3
+ import { toolResult, handleToolError } from "../types.js";
4
+ export function registerQualificationRunTools(server, client = getClient()) {
5
+ server.tool("start_qualification_run", "Validate or start qualification of an explicit list of 1 to 20 companies in one organization and group, " +
6
+ "then their linked people. dry_run defaults to true: read preflight.snapshot.expectedSchemaHash, then " +
7
+ "send it as expected_schema_hash with dry_run=false and the same request_id to launch. " +
8
+ "The server refuses companies without a verified employee and more than two distinct pilot companies " +
9
+ "until a human approves the pilot for this group in Leadify. No outreach or campaign activation. " +
10
+ "Keep request_id unchanged when retrying the same selection. Read the returned runId with get_qualification_run.", { organization_id: z.string().trim().min(1), lead_group_id: z.string().trim().min(1),
11
+ company_lead_ids: z.array(z.string().trim().min(1)).min(1).max(20).refine(ids => new Set(ids).size === ids.length),
12
+ request_id: z.string().uuid(), dry_run: z.boolean().default(true),
13
+ expected_schema_hash: z.string().regex(/^[a-f0-9]{64}$/).optional() }, async ({ organization_id, lead_group_id, company_lead_ids, request_id, dry_run, expected_schema_hash }) => {
14
+ try {
15
+ return toolResult(await client.post("/api/qualification-runs", { organizationId: organization_id,
16
+ leadGroupId: lead_group_id, companyLeadIds: company_lead_ids, requestId: request_id,
17
+ dryRun: dry_run, expectedSchemaHash: expected_schema_hash }));
18
+ }
19
+ catch (error) {
20
+ return handleToolError(error);
21
+ }
22
+ });
23
+ server.tool("get_qualification_run", "Read a qualification batch returned by start_qualification_run in an explicitly selected organization. " +
24
+ "Returns each company's run status, dated observation, output and qualified people; failures are retained. " +
25
+ "Never infer a completed qualification from a launch acknowledgment.", { organization_id: z.string().trim().min(1), run_id: z.string().trim().min(1) }, async ({ organization_id, run_id }) => {
26
+ try {
27
+ return toolResult(await client.get(`/api/qualification-runs/${encodeURIComponent(run_id)}`, new URLSearchParams({ organizationId: organization_id })));
28
+ }
29
+ catch (error) {
30
+ return handleToolError(error);
31
+ }
32
+ });
33
+ }
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@agifyai/leadify-mcp",
3
- "version": "9.1.1",
3
+ "version": "9.3.0",
4
4
  "description": "MCP server for Leadify lead management API",
5
5
  "type": "module",
6
6
  "main": "dist/index.js",